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RIA / WealthAdvisorCertified Financial Planner38 years in industry

ROBERT TILSON

Advisor at TILSON FINANCIAL GROUP INC

NEW PROVIDENCE, NJ | Naples, FL

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 3, 1993 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TILSON FINANCIAL GROUP INC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 18, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jan 18, 1988
First registration: Feb 3, 1993
Dual registered: no
Other names: BOB TILSON
IAPD individual key: 1685948

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TILSON FINANCIAL GROUP INC	Independent wealth	Jun 10, 2014	n/a	yes	NEW PROVIDENCE, NJ\|Naples, FL	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Aug 15, 2005	Jun 22, 2012	no	WATCHUNG, NJ	Previous registration
WALNUT STREET SECURITIES, INC.	Former SEC adviser	Aug 1, 2003	Aug 15, 2005	no	WATCHUNG, NJ	Previous registration
NATHAN & LEWIS SECURITIES, INC.	n/a	Feb 3, 1993	Aug 1, 2003	no	WATCHUNG, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	TILSON FINANCIAL GROUP INC	Jun 22, 2012	Jun 10, 2014	718	Firm change after gap	Other
WALNUT STREET SECURITIES, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Aug 15, 2005	Aug 15, 2005	0	Firm change	Other
NATHAN & LEWIS SECURITIES, INC.	WALNUT STREET SECURITIES, INC.	Aug 1, 2003	Aug 1, 2003	0	Bulk transfer	Other

Relationships

Registered with (4)

→ TILSON FINANCIAL GROUP INCRegistered adviserregistration: current employment
Jun 10, 2014 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Aug 15, 2005 to Jun 22, 2012factForm ADV
→ WALNUT STREET SECURITIES, INC.Registered adviserregistration: previous registration
Aug 1, 2003 to Aug 15, 2005factForm ADV
→ NATHAN & LEWIS SECURITIES, INC.Registered adviserregistration: previous registration
Feb 3, 1993 to Aug 1, 2003factForm ADV

Dated events

No dated event names this entity yet.